What changed
Adjusted EPS of $4.18 topped the $3.64 consensus by $0.54 (+14.8%), with revenue of $1,413M landing above the high end of guidance. Q4 FY26 adjusted EPS guidance of $4.62–$5.38 (GAAP $3.66–$4.42) points to continued momentum. Management credited 54% YoY growth in Semiconductor and 43% growth in Electronics & Packaging, with revenue in each end market at or above the high end of guidance.
Why it matters
Adjusted EPS of $4.18 topped the $3.64 consensus by $0.54 (+14.8%), with revenue of $1,413M landing above the high end of guidance. Q4 FY26 adjusted EPS guidance of $4.62–$5.38 (GAAP $3.66–$4.42) poin